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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE
RMBS 124.77-0.9%Jan 22 3:59 PM EST
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To: unclewest who wrote (610)1/13/2000 11:27:00 PM
From: Jdaasoc  Read Replies (1) of 2039
 
unclewest:
they get to cash in 1 million warrants @ $10 when 20% of chipset production supports rdram for two sequential quarters.
From Intel conference call, BX chipset was 1# in quantity, 810/810e chipset family was #2 so 820 and 840 were mopping up the rear for 4Q. Paul Otellini stated that 820/840 didn't live up to their initial expectations.
IMO 20% condition will not be met until Timna and Willimette come out in 2H00. So warrants that Intel and DRAM manufacturers have will not be exercised until early 01 most likely.
The fact that we are at 800 mHz Intel microprocessors in JAN is a good omen for RMBS the rest of the year.

john
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